The PutmanGroup, CPA's and Business Consulting

05/09/2026

What would happen to your loved ones if you were gone? Make financial preparations today.

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

05/02/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

04/25/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

04/18/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

04/11/2026

Your insurance needs don’t stay the same when the nest empties, but what changes?

04/07/2026

U.S. stocks slipped in Q1 as AI disruption fears and Middle East tensions rattled investors. The S&P 500 fell 4.63%, the Nasdaq dropped 7.11%, and the Dow lost 3.58% — though six of eleven S&P 500 sectors still finished in the green, led by Energy's standout 37.91% gain. As the weather warms up and spring gets us outside, it turns out Americans are right there with you — over 181 million U.S. residents participated in outdoor recreation in 2024. Check out this month's by-the-numbers for more on the outdoor recreation economy.

04/04/2026

There are ways to protect your business in the event of your death or the death of a partner.

03/28/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

03/21/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.